See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,661 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $45,615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,164 | $99,957+1.2% | $149,696-32.4% | $73,488+37.7% |
| Participation rate | 88.7% | 75.7%+13.0pp | 82.5%+6.2pp | 70.7%+18.0pp |
| Annual return | 15.81% | 53.87%-38.1pp | 276.60%-260.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $4,415 | $3,191+38.4% | $4,644-4.9% | $2,270+94.5% |
| Participant deferral / active EE | $11,008 | $6,073+81.3% | $6,842+60.9% | $3,740+194.4% |
| Admin fee / account holder | $291 | $551-47.2% | $9,309-96.9% | $513-43.3% |